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Vanguard Financials ETF shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 3.6k 109.91
2024-06-30 $384k 3.7k 102.39
2024-03-31 $384k 3.7k 102.39
2023-12-31 $330k 3.6k 92.26
2023-09-30 $221k 2.8k 80.32

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Beacon Capital Management
Wells Fargo & Company
Envestnet Asset Management
Green Harvest Asset Management
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Synovus Financial Corp.
Stifel Financial
M^T Bank Corporation
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF